Remote Client Success Coach (Financial Protection)

Lever, Inc.; Vestavia Hills (AL); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced peers

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. You will talk to warm leads who already requested information on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Lever, Inc. is seeking motivated people for a remote career with upside. You will talk to warm leads who already requested information on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.